Geared toward analytical professionals comfortable with financial forecasting and portfolio performance analysis, working in a collaborative, data-driven environment in London.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Triple Point via Greenhouse
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.
There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Places to Work 2025 & 2026'.
If this sounds like an environment where you would flourish, then read on…
The Function & Team
The Private Credit Finance team comprises of 2 sub-teams; Financial Reporting and Control and Financial Planning and Analysis. Together they provide best in class risk & control management, operational and strategic decision support, adding measurable contribution to Triple Point and its stakeholders.
The Role
The Private Credit function manages a growing and increasingly complex portfolio across a range of lending & leasing strategies, products and legal entities. This role will provide analytical support to help the business understand performance, manage liquidity and make informed commercial decisions.
Working closely with the Senior Finance Manager within the FP&A team and the wider Private Credit function, the role will support budgeting and forecasting, cashflow management, performance reporting and the preparation of management information, with opportunities to present analysis and insights to key stakeholders.
This is a broad role suited to someone who enjoys working with data, understanding drivers behind the numbers, and translating financial information into actionable insight.
Key Responsibilities
Financial Planning & Forecasting
Lead the preparation and maintenance of short-to-medium term financial forecasts and longer-term business plans.
Own the regular reforecasting and scenario analysis, identifying key sensitivities and emerging risks.
Work with stakeholders across the Lending business to understand key business drivers.
Analyse performance against budget and forecast, investigating variances, and explaining the underlying drivers.
Drive development and continued improvement of models and processes.
Cashflow, Liquidity & Treasury
Preparation and maintenance of short and medium-term cashflow forecasts across Lending funds and entities.
Monitor, explain and present significant cash movements across deployment and repayments, to senior stakeholders.
Own liquidity planning to ensure sufficient cash to cover upcoming commitments, while supporting the efficient management of surplus cash.
Provide cover and resilience for key treasury and liquidity activities within the Lending Finance team.
Portfolio & Commercial Analysis
Analyse lending performance, including income, yield, and other key portfolio metrics.
Work with stakeholders to understand pipeline, challenging assumptions where appropriate.
Analyse the financial impact of new lending opportunities, products, funding structures and strategic initiatives.
Produce sensitivity analysis to support commercial decision-making.
Interpret the drivers of returns across the portfolio, providing insight into performance and variances.
Management Information & Reporting
Prepare high-quality management information and reporting for senior stakeholders, committees and Boards. Presenting information to senior stakeholders.
Deliver regular reporting on deployment, liquidity, portfolio performance, forecast performance and other key KPIs.
Translate complex data into clear and concise commentary and actionable insights.
Prepare materials for senior management and governance forums.
Respond to ad-hoc requests from senior stakeholders across the business.
Data, Systems & Process Improvement
Work with data from multiple sources, ensuring management reporting is complete, accurate and appropriately reconciled.
Develop and maintain financial models and reporting tools, with a strong focus on improving efficiency, consistency and automation.
Work collaboratively with Finance, Operations and Data teams to continuously improve management information.
Identify opportunities to enhance the use of data and technology across Lending, including reducing manual processes.
Utilise AI to enhance business procedures and drive efficiency across FP&A.
Experience
Essential
Qualified accountant (ACA, ACCA or CIMA).
Proven FP&A, commercial finance or financial analysis experience, including budgeting, forecasting and variance analysis, with the ability to explain the drivers behind performance.
Experience in lending, private credit, asset finance, banking, investment management or a similar financial services setting, including analysing portfolio performance and investment returns.
Experience of cashflow forecasting, liquidity management or treasury analysis.
Advanced Excel skills, with confidence building and maintaining robust financial models.
Strong analytical skills and attention to detail, able to work with large, complex or imperfect datasets and develop sensible assumptions.
Clear communicator who presents financial information to finance and non-finance stakeholders, and constructively challenges assumptions rather than simply reporting numbers.
Desirable
Experience using Power BI or other data visualisation / analytical tools.
Experience working with financial planning or lending systems (Adaptive, Netsuite etc).
Experience working with AI tools such as Claude and ChatGPT Codex.
Personal Qualities:
We are looking for someone who:
Enjoys understanding why numbers have moved, not simply reporting variances.
Is commercially curious and wants to understand how the underlying business operates.
Takes ownership and follows analysis through to a conclusion.
Balances accuracy and detail with the need to deliver at pace.
Builds strong relationships across Finance and the wider business.
Has an improvement mindset and looks for better, more efficient ways of working.
Is keen to develop their knowledge of private credit, lending and treasury.
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
Be part of a growing and innovative team
We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
· Stay Curious.
· Be Generous.
· Take Thoughtful Action.
· Pull Together.
· Own It.
In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
You can find a link to our candidate privacy notice HERE.